Tectum Steel
Leads from Facebook, Google and the website, tracked to the sale and to the campaign behind them
Quote requests came from Facebook ads, Google Ads lead forms and the website, each with its own list. The sales team needed them all in one place, with every client's calls, quotes and documents, and management wanted to see which campaigns bring sales, not just filled-in forms.
What we built
The situation
Website forms were saved in the website's database, apart from the sales list. The same person filled in forms again, from different ads, and could show up several times, and the campaign names from the ad platforms meant nothing to the team.
What the CRM does
Leads from Facebook Lead Ads arrive within minutes, Google Ads leads instantly, and website requests (call-back form, configurator, product request) every 15 minutes, with the files the client attached. All of them arrive as "Not contacted", with source, campaign, ad group and ad.
Clients are recognised by phone number: a new request from the same person becomes a new project on the same record, not a duplicate client. Each project has an agent, a status flow with history, quotes with their documents sent by email or WhatsApp from the record, and an email reminder before the promised call.
Our part
We have developed and maintained the CRM since summer 2026: the report by source, campaign, ad group and ad, with project → quote → sale rates, the key-status report, instalment-sale campaigns and the updated Facebook and Google import.
What changed
- Nobody copies requests by hand: ads and the website send them straight to the CRM.
- Every sale can be tied to the campaign, ad group and ad that brought it.
- A returning client gets a new project, not a duplicate record.
- Quotes go out from the client record, by email or WhatsApp.
- Agents are reminded before the calls they promised.